HubSpot Integration
Connect your HubSpot CRM to TractionDesk for contact management and targeting
HubSpot Integration
The HubSpot integration connects your CRM data to TractionDesk, allowing the Voice AI Agent to query contacts, understand your customer base, and enable targeted marketing campaigns. Once connected, you can ask questions like "How many leads do I have in HubSpot?" or "Show me contacts from the technology industry" and the AI will access your CRM to provide answers. This integration transforms TractionDesk from a generic content creation tool into a personalized marketing system that understands your specific audience and can tailor campaigns accordingly.
HubSpot is one of the most valuable integrations for B2B businesses because it centralizes customer data that should inform all marketing decisions. When your CRM is connected, the AI can segment audiences, identify high-value contacts, understand which accounts are engaged, and craft messaging that speaks directly to specific customer segments. For example, campaigns can be created specifically for "enterprise customers in the SaaS industry" or "leads who haven't engaged in 30 days," using CRM data to determine who fits these criteria.
The integration primarily focuses on contact management and data retrieval. You can import contacts from HubSpot into TractionDesk for use in campaigns and outreach. The Voice Agent can search your CRM and retrieve information about specific contacts or contact segments. While the current integration has some limitations (it cannot create new HubSpot records or modify existing ones through most endpoints), it provides robust read access to your contact database and account information, which covers the majority of use cases for marketing campaign planning and execution.
Connecting HubSpot
To connect HubSpot, navigate to Settings → Integrations and find the HubSpot card. Click "Connect" and you'll be redirected to HubSpot's authorization page. Log in to your HubSpot account if you're not already logged in, review the permissions TractionDesk is requesting (read access to contacts and account details), then click "Authorize."
After authorization, you're redirected back to TractionDesk where the integration status updates to "Connected." You'll see your HubSpot account ID (also called Portal ID) displayed, confirming which HubSpot account is linked. If you have multiple HubSpot accounts, make sure you authorized the correct one—you can disconnect and reconnect to switch accounts if needed.
The initial connection imports basic account metadata but doesn't automatically import all your contacts. Contact import happens on-demand when you request it (either through the Voice Agent or the HubSpot integration settings) or when campaigns need to access contact data. This approach respects your credit limits and avoids unnecessary data synchronization.
Importing Contacts
Once HubSpot is connected, you can import contacts into TractionDesk for use in targeted campaigns and outreach. The import process is simple: navigate to the HubSpot integration page or use the Voice Agent command "Import my HubSpot contacts." TractionDesk will fetch contacts from HubSpot (up to your configured limit) and store them in your local contact database.
Imported contacts include standard CRM fields like name, email, company, job title, phone number, and any custom properties you've defined in HubSpot. This contact data is stored securely in TractionDesk's database and used by the Voice Agent to answer questions and enable targeted actions. For example, after importing, you can ask "How many contacts work at enterprise companies?" and the AI will query your imported contact data to answer.
Contact imports sync point-in-time data, not continuous updates. If contacts change in HubSpot after import, those changes don't automatically sync to TractionDesk. To refresh contact data, run another import—this will update existing contacts and add any new ones created since the last import. Most users import weekly or monthly to keep data reasonably current without constant syncing.
Using HubSpot with Voice Commands
The HubSpot integration enables powerful voice commands for CRM intelligence. Try these examples:
"How many contacts do I have in HubSpot?" - Returns total contact count from your CRM.
"Search my CRM for contacts in the technology industry" - Queries contacts and filters by industry field.
"Show me information about [contact name]" - Retrieves detailed information about a specific contact.
"Import my HubSpot contacts" - Initiates a contact import from HubSpot to TractionDesk.
These commands work conversationally—you can refine queries across multiple messages. "Show me contacts" followed by "Filter to just enterprise companies" followed by "How many is that?" The agent maintains context throughout the conversation.
HubSpot in Campaigns
HubSpot data can inform campaign strategy and targeting. When creating a campaign, the AI can access your HubSpot contacts to understand your audience demographics, industry distribution, company sizes, and engagement levels. This intelligence helps craft more relevant messaging and appropriate targeting.
For businesses on Pro or higher plans, campaigns can potentially trigger HubSpot actions like creating contact records for new leads generated through campaigns or updating contact properties based on campaign engagement. Check your plan's capability documentation to understand which HubSpot write operations are available at your tier.
Limitations and Workarounds
The current HubSpot integration focuses on read operations (querying and importing data) rather than write operations (creating or updating records). This means you can pull information from HubSpot into TractionDesk, but changes made in TractionDesk (like new leads from a campaign) don't automatically push back to HubSpot.
For most marketing workflows, this unidirectional data flow is sufficient—you use HubSpot data to inform TractionDesk campaigns, and you manually update HubSpot with results afterward. If you need bidirectional synchronization, contact our support team about enterprise integration options that provide fuller API access.
Another limitation is that contact imports pull up to a maximum number of contacts (configured in your plan) per import operation. If you have a very large HubSpot database (10,000+ contacts), multiple import operations may be needed to capture your full contact list. The platform provides tools to import in batches and track which contacts have been synced.
HubSpot Integration Security
HubSpot integration uses OAuth 2.0, the industry-standard authentication protocol. TractionDesk never has access to your HubSpot password—all authorization happens through HubSpot's official interface. The access token provided by HubSpot is encrypted before storage and used only for the specific API operations you've authorized.
You can revoke TractionDesk's access at any time through HubSpot's Connected Apps settings or through TractionDesk's integration page. Revocation is instant—pending API calls will fail and no new calls will be made. Your data within TractionDesk (imported contacts) remains available but stops syncing from HubSpot.
TractionDesk makes API calls to HubSpot only when you explicitly request actions (import contacts, query CRM) or when the Voice Agent needs information to answer your questions. There's no background data collection or unnecessary API usage. All API activity is logged and you can review the log in Settings → Integrations → HubSpot → Activity Log.